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Estate Planning

Estate Planning Education

Estate Planning Education

Posted On: October 21, 2020 by First Option Bank in: Financial Wellness, General, Insurance Services, Investment Services, Tips & Tricks, Trust Services

Anyone with assets, dependents, or specific wishes for how they want to be taken care of in old age should consider estate planning. Putting off these decisions can cause unnecessary stress during what is already a difficult time for your loved ones. Learn how to start planning, with insights around: Why you should consider an estate planning strategy The differences between wills and trusts and the different options available Considerations that should be discussed during the estate...
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Tags: Estate Planning, Financial Education, Financial Services, Financial Wellness, First Option Financial Services

Community Cafe

Using Specific Estate & Tax Planning Techniques for Your Benefit

Posted On: August 19, 2020 by First Option Bank in: Financial Wellness, General, Investment Services, Trust Services

 

Tags: Charitable Foundations, Christian Toman, Community Cafe, Estate Planning, Tax Planning

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